June 2020
Fund Research
CC Japan Income & Growth

With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...

Fund Research
Scottish Mortgage

SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…

Fund Research
Hipgnosis Songs

SONG owns and manages songwriter royalties, aiming to deliver a high income and capital growth...

Fund Research
Menhaden

MHN’s portfolio has become significantly more liquid and is trading on a sector-wide discount...

Fund Research
Baring Emerging Europe

BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...

Fund Research
Baillie Gifford European Growth

BGEU has seen a turnaround in performance under its new managers…

Fund Research
BlackRock Throgmorton Trust

One of the most reliable trusts in the UK smaller-companies sector, THRG uses both a long and a short book to generate alpha, regardless of the wider market conditions…

Fund Research
BB Healthcare

BBH has a differentiated approach to a secular-growth theme...

Fund Research
BMO Real Estate Investments

BREI trades on one of the widest discounts in its sector despite strong performance and a defensive bias…

Fund Research
US Solar Fund

USFP invests and operates solar power projects in North America...

Fund Research
Tetragon Financial Group

Exceptionally wide discount means TFG could be a compelling opportunity for some investors...

Fund Research
ICG Enterprise

With its focus on defensive growth, ICGT’s current discount feels unwarranted...

Fund Research
HgCapital

Specialist private-equity trust, with a focussed high-growth portfolio...

May 2020
Fund Research
Aberforth Smaller Companies

ASL offers exciting return potential from its current extreme levels of valuation…

Fund Research
BlackRock World Mining

This veteran commodities trust has sharply increased exposure to gold and is trading on a wide discount...

Fund Research
Aberforth Split Level Income

ASIT’s gearing allows it to offer a very high yield and strong rebound potential…

Fund Research
BlackRock Smaller Companies

BRSC has one of the strongest track records in the UK Smaller Companies universe, consistently outperforming the benchmark in rising and falling markets…

Fund Research
Manchester & London

MNL is a global trust which has made strong gains in recent years by investing in technology companies…

Fund Research
AVI Global

AGT seeks companies with high-quality growth assets trading at a discount to fair value…

Fund Research
TR European Growth

Utilising a unique process, TRG offers a value-tilted portfolio of smaller European companies…

Fund Research
NB Private Equity Partners

NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…

Fund Research
BlackRock Latin American

BRLA invests in Latin America, where valuations could indicate a generational buying opportunity…

Fund Research
JPMorgan Emerging Markets

JMG’s patient, low-turnover approach has left it top of the performance tables…

Fund Research
Keystone

Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...

Fund Research
Tritax Big Box REIT

BBOX invests in what might be the structural winners from the pandemic crisis…

Fund Research
Downing Strategic Micro-Cap

DSM is a highly concentrated micro-cap trust, on a ‘double discount’ of 69%...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.